Equity Research Coordinator (Sell Side)

Wolfe Research•New York, NY

38d•$80,000 - $90,000

About The Position

Wolfe Research is seeking a Research Coordinator interested in finance and gaining experience in a corporate, entrepreneurial setting. The role offers exposure to sales, research, trading, capital markets, marketing, operations, corporate access, and accounting. Coordinators support leading research analysts and teams, take ownership of challenging processes, and work in a fast-paced, growing environment. Wolfe Research emphasizes mentoring and professional growth, providing motivated, high-performing candidates opportunities to develop key skills. The role is open year-round to build a pipeline of candidates for current and future openings. It involves supporting two to three Senior Research Analysts and their teams, managing information and calendars, coordinating travel and events, and liaising with stakeholders across the firm. The position also includes confidential administrative support and selected research and analysis. Compensation is a market-competitive base salary of $80,000–$90,000, with an annual discretionary incentive bonus and employee benefits.

Requirements

Bachelor’s degree and a proven academic record.
Strong interest in finance and equity research; highly motivated.
Strong written and oral interpersonal and communication skills.
Excel proficiency, including pivot tables, VLOOKUP, and basic formulas.
Organized and detail-oriented, with a strong commitment to accuracy and follow-up.
Able to proactively handle regular activities without prompting or direction.
Able to multitask, problem-solve, and prioritize work to complete tasks on time.
Able to work independently with little direction and exercise discretion with confidential matters.

Nice To Haves

Prior Bloomberg and/or FactSet terminal experience may be useful for special projects but is not required.

Responsibilities

Provide support to two to three Senior Research Analysts and their teams.
Use Microsoft Office, particularly Excel, Outlook, and PowerPoint, in daily work.
Use Salesforce and internal databases; maintain distribution lists, databases, and Excel lists.
Analyze CRM data to report metrics such as readership and analyst allocation.
Book travel, prepare expense reports, maintain analysts’ calendars, and schedule meetings, conference calls, and global marketing calendars.
Assist with planning and executing firm conferences and other marketing events.
Represent and maintain a public image for the firm at conferences and events.
Plan and execute logistics for analyst events, including group lunches and analyst access events.
Coordinate event logistics, including catering, audio/visual setup, marketing materials, and ground and air transportation.
Provide phone, video, and webinar coverage, and moderate panels and industry events.
Act as a liaison between analyst teams and Sales, Corporate Access, Operations, and other firm stakeholders.
Perform complex, responsible, and confidential support functions requiring independent judgment.
Conduct selected research and analysis in different areas of focus.
Prepare clear, concise, accurate, complete, and logical reports; work independently; maintain effective working relationships; meet schedules and timelines; handle confidential information discreetly; interpret and explain firm policies and procedures; and analyze situations and recommend effective actions.